Jupiter Asia Pacific SICAV

Objective


The Fund objective is to achieve long-term capital growth by investing primarily in quoted companies in any economic sector involved directly or indirectly in the Asian and Pacific Basin markets, excluding Japan.

Fund overview


The Fund has a broad remit to invest in companies across the Asia-Pacific region, including Australasia. This gives Ben the flexibility to pick stocks across a wide variety of markets. Ben seeks out companies that have growth characteristics, such as a strong earnings outlook, but which do not trade at overly high valuations. He pays particular attention to a company’s cash flows and focuses on stocks that he believes are able to produce superior returns.

Key fund facts


  • Suitable for the more adventurous investor seeking a diversified portfolio and access to some of the world's fastest growing markets
  • The benchmark index is used only as a performance comparison; the Fund is not benchmark-driven in its approach
  • The manager has a 'growth at a reasonable price' (GARP) investment style

 

Important information


Market and exchange rate movements can cause the value of an investment to fall as well as rise, and you may get back less than originally invested. We recommend you discuss any investment decisions with a financial adviser, particularly if you are unsure whether an investment is suitable. Jupiter is unable to provide investment advice. Initial charges are likely to have a greater proportionate effect on returns if investments are liquidated in the shorter term.

Past performance is no indication of current or future performance. Performance data does not take into account commissions and costs incurred on the issue and redemption of shares.

The fund invests in developing geographical markets where there is a greater risk of volatility due to political and economic change, fees and expenses tend to be higher than in western markets. These markets are typically less liquid, with trading and settlements systems that are generally less reliable than in developed markets, which may result in large price movements or losses to the fund.

This fund invests mainly in shares and it is likely to experience fluctuations in price which are larger than funds that invest only in bonds and/or cash.


The KIID and Prospectus are available from Jupiter on request. This fund can invest more than 35% of its value in securities issued or guaranteed by an EEA state. For definitions please see the glossary at jupiteram.com.

Fund manager(s)

Ben Surtees

Ben Surtees